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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (3553)	6/18/2002 8:15:32 PM
From: t2	Read Replies (2) \| Respond to of 95632

How do these numbers impacting semi equipment stocks? Has to be bullish but I did not see a reaction in the stocks afterhours...only saw a small move off the afterhour lows after sinking on the AMD news. This booking number over 1billion might be enough to make some equipment analyst upgrade the group. (the ones that are still bearish). Are these numbers really forecasting a better recovery than we thought just prior to the data? There had been a lot of negativity lately.

To: Donald Wennerstrom who wrote (3553)	6/18/2002 9:50:54 PM
From: JSLyons	Read Replies (2) \| Respond to of 95632

Hello Don, Thanks as ever for the updated btb tables. Just eye-balling it, we appear to have picked up momentum not unlike the period beginning in November 1998, when we went from .82 to 1.33 in four months. Over on Zeev's thread, there's been some grousing about the apparent failure of billings to keep pace with bookings. But I've not heard of any push-outs or other problems, so presume this is due to acceptances and the new accounting rules on revenue recognition. I also saw some suggestion, which I believe reflects misunderstanding of the btb data, that producers were reducing prices to move equipment. As I understand it, however, btb is the ratio of dollars booked to dollars billed. So unless there is widespread fabrication of data at the source, this would appear to be a non-issue. Perhaps others could comment here. best rgds, Jonathan